Lucid stock pops after Q4 deliveries beat estimates as Gravity SUV demand gets tested
New York, Jan 5, 2026, 17:04 EST — After-hours Lucid Group shares rose 4.7% to $11.69 in after-hours trading on Monday after the luxury electric-vehicle maker posted a fourth-quarter delivery increase and a sharp jump in production. The update matters because U.S. EV demand has cooled since a $7,500 federal tax credit for buyers expired in September, forcing automakers to lean harder on pricing and promotions to move higher-priced models. Lucid has tried to broaden appeal with its lower-priced Gravity Touring SUV, launched in November at $79,900, while sweetening offers on its Air sedans. Still, the company’s factory output expanded